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Davis Financial Management
San Jose, Santa Clara

Expert tax accountant
 : 
Davis Financial Management

San Jose, Santa Clara

Prices

Contact this professional to discuss your project details and price.
About Davis Financial Management
Professional experience
Davis Financial Management Presentation Davis Financial Management is a leading financial management firm dedicated to providing exceptional services to clients in the areas of wealth transfer, gifting strategies, life insurance planning, and beneficiary planning. With a strategic approach, we aim to help individuals and businesses achieve their financial goals efficiently and effectively. Our team, led by Curtis D. Davis, brings a wealth of experience and expertise to the table. Curtis has extensive knowledge in tax loss harvesting, low-cost basis stock strategies, and life insurance planning. With his guidance, clients are able to make informed decisions that not only maximize their financial returns but also minimize potential tax liabilities. Located at 1042 W Hedding St in San Jose, California, Davis Financial Management is easily accessible to individuals and businesses in the area. We pride ourselves on our exceptional customer service and prioritize building strong relationships with our clients. Our prompt and reliable responses ensure that your financial needs are always met. Don't just take our word for it - read the positive reviews from our satisfied customers. They appreciate our dedication to providing top-notch tax services and value our commitment to their financial success. Claiming your free account allows you to respond to reviews and customer messages, ensuring that your experience with Davis Financial Management is seamless. In addition to our expertise in tax services, Davis Financial Management offers expert consulting CFO and controller services. David Kirst, a highly skilled CPA, leads this division. With an impressive track record of providing contract CFO and controllership services to emerging to mid-sized companies, David ensures that your financial operations run smoothly. As a part-time Chief Financial Officer, David oversees all aspects of financial management, allowing you to focus on growing your business. At Davis Financial Management, we understand that every client has unique financial goals and needs. That's why we tailor our services to meet your specific requirements. Whether you are a high-net-worth individual looking to optimize your wealth transfer strategies or a business owner in need of expert CFO services, we have the expertise to assist you. We invite you to reach out to Davis Financial Management and discover how we can help you achieve financial success. Contact us today to schedule a consultation.

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Location

San Jose, Santa Clara (95101)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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